Diversified Portfolios is an investment advisor in Bloomfield Hills with $1.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
383143481
SEC advisor number
801-56371
FINRA CRD number
108942
AUM ?
$1.55 bn
(as of 19 Mar 24)
Accounts
2,085
(as of 19 Mar 24)
Employees
10
(9 investment advisory or research)
Address
Diversified Portfolios
39520 WOODWARD AVE, STE 200
BLOOMFIELD HILLS
MI 48304
39520 WOODWARD AVE, STE 200
BLOOMFIELD HILLS
MI 48304
Phone
248-644-3030
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
2 Nov 23
13F-HR
Quarterly holdings report by institutional manager
9 Aug 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
24 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Nov 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
7 Nov 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
31 Jan 22